In June, HMRC begins sending out simple assessments. They will come as a surprise to many recipients. From June 2025, HMRC will begin to...

The Government is taking an increasing interest in where pension funds are investing – or not investing. As March’s Spring Statement...

The April inflation figure was outside the Bank of England’s target range. Source: Office for National Statistics The Bank of England’s...

New research has highlighted the groups on track for a retirement of scrimping. Several investment institutions publish annual reports on...

The first Friday of May was a busy news day. The ideal day to make an announcement that you might prefer to be overlooked – such as the...

Taxpayers relying on HMRC to sort out the tax due on interest are given a warning. As had often been noted over the last few years, one...

In 1975, the Chancellor’s Budget dared to go where no successor has dared since. 1975 was a memorable year in UK politics. In February...

Research has shown the lack of awareness about the next change to the State Pension Age (SPA). Changes to SPA have proved fertile grounds...

Retirement has undergone a significant transformation from its origins in the 1880s when Otto von Bismarck introduced the first modern...

2025 introduces a technical change to company car tax, which could alter your next choice of car .   In recent years, the tax rules for...

The House of Commons Treasury Committee has been pondering the future of Lifetime ISAs (LISAs).   The Lifetime ISA (LISA) is arguably a...

The Office for National Statistics has taken a fresh look at our mortality. Source: ONS Roughly every two years, stories in the media...

The government is showing no signs of changing its plans to levy inheritance tax (IHT) on pensions. Sometimes what creates the most noise...

There were no tax increases in the Chancellor’s Spring Statement (upgraded from an initial Spring Forecast), but that might just be pain...

The start of the new tax year warrants as much planning as the end of the old tax year.   While the end of the tax year on 5 April is a...

The government has confirmed that there will be no revisions to automatic enrolment in workplace pensions for 2025/26. For a government...

If anything happened to you tomorrow, how much does your partner know about your finances and how easy would it be for them to find out?...

2025’s first set of inflation numbers were higher than expected, but more rises are coming. Source: ONS The UK has experienced an...

The Chancellor has announced the timing of her next formal report to Parliament. Cast your mind back six Chancellors ago to Philip...

One of the nation’s largest investment managers has examined investors’ attitudes in the UK relative to other major developed G7 nations...